Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LXFR (Luxfer Holdings PLC) | 32.07% | 59.14% | 9.99% | -1.20% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LXFR (Luxfer Holdings PLC) | 01/17/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.51 | 59.14 | 9.99 | -1.20 | NA | NA | NA | … | … | 32.07 | 7.84 | 53.94 | -32.19 | -26.65 | 20.49 | -8.13 | 7.66 | 22.98 |
| Sharpe Ratio | NA | 1.35 | 0.15 | -0.12 | NA | NA | NA | … | … | 1.82 | 0.14 | 1.12 | -0.98 | -0.78 | 0.58 | -0.13 | 0.17 | 0.55 |
| Standard Deviation(%) | NA | 37.01 | 41.47 | 38.71 | NA | NA | NA | … | … | 44.64 | 36.50 | 44.88 | 36.84 | 36.32 | 35.29 | 62.35 | 36.87 | 41.47 |
| Draw Down(%) | NA | 26.45 | 52.35 | 64.45 | NA | NA | NA | … | … | 26.45 | 34.47 | 23.20 | 53.41 | 32.73 | 21.48 | 40.58 | 42.47 | 39.47 |
| Yield(%) | 0.00 | 4.54 | 3.45 | 2.29 | 2.94 | 1.96 | 1.47 | … | … | 1.91 | 3.99 | 5.85 | 3.68 | 2.64 | 3.12 | 2.75 | 2.85 | 3.39 |
Data as of 06/04/2026, Common starting date is 01/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LXFR (Luxfer Holdings PLC) |
-21.30%
Apr 2021 – Apr 2024 |
-15.97%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LXFR (Luxfer Holdings PLC) |
22.02%
Mar 2018 – Mar 2021 |
8.86%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart